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Compile complete (10 professions x 150 attributed entries). The lint gate correctly blocked the v1-grade carrier packages (truncation defect); regen_skillmd.py brings them to reference SKILL.md quality (full competences, clean intro, market sections preserved) - all 9 published through the gate. Global stackx provenance: 1,350 items, measured. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
3.9 KiB
3.9 KiB
name, description
| name | description |
|---|---|
| financial-planner | Occupational skill for the role 'financial planner' (also: financial adviser, personal banker, independent financial adviser, financial planning practitioner, personal financial adviser, personal financial planner). Use when the user asks for typical financial planner work such as: Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.; Answer clients' questions about the purposes and details of financial plans and strategies.; Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. |
Financial Planner
Financial planners assist people with various personal financial issues and specialize in areas such as retirement, investment, risk management, insurance, and tax planning; they advise clients on strategies tailored to their individual needs. Maintaining a customer-oriented approach and adhering to ethical standards, they also ensure the accuracy of bank and other financial records.
Core workflow
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Contact clients periodically to determine any changes in their financial status.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md โ matched external AI agent skills (tiered, per-source attribution).
- See references/practitioner-qa.md โ curated Stack Exchange practitioner Q&A (per-entry attribution, CC-BY-SA 4.0).
Key competences (essential)
- advise on financial matters
- analyse the credit history of potential customers
- apply technical communication skills
- assess risks of clients' assets
- banking activities
- budget for financial needs
- create a financial plan
- customer service
- economics
- financial forecasting
- financial markets
- handle financial transactions
- identify customer's needs
- interpret financial statements
- investment analysis
- maintain credit history of clients
- modern portfolio theory
- obtain financial information
- offer financial services
- provide financial product information
- provide support in financial calculation
- review investment portfolios
- synthesise financial information
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/21de0f3b-a71a-4263-a9ba-90c5f3721b4d), ONET 30.3 (13-2052.00). See manifest.json for licensing/attribution.* ONET nearest match: 13-2052.00 Personal Financial Advisors (proxy โ no exact ONET occupation exists).